See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,062 | $109,413-91.7% | $156,263-94.2% | $84,808-89.3% |
| Participation rate | 92.0% | 72.7%+19.3pp | 78.9%+13.1pp | 68.3%+23.7pp |
| Annual return | 20.98% | 20.18%+0.8pp | 59.47%-38.5pp | 40.90%-19.9pp |
| Employer contribution / active EE | $1,179 | $2,907-59.5% | $4,333-72.8% | $2,631-55.2% |
| Participant deferral / active EE | $2,111 | $4,590-54.0% | $6,158-65.7% | $4,212-49.9% |
| Admin fee / account holder | $299 | $9,357-96.8% | $14,255-97.9% | $7,344-95.9% |